See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,170 | $103,376-39.9% | $87,100-28.6% | $152,861-59.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 17.86% | 28.10%-10.2pp | 28.19%-10.3pp | 345.32%-327.5pp |
| Employer contribution / active EE | $6,301 | $3,220+95.7% | $2,521+149.9% | $4,762+32.3% |
| Participant deferral / active EE | $10,434 | $4,778+118.4% | $4,049+157.7% | $5,850+78.4% |
| Admin fee / account holder | $50 | $12,205-99.6% | $7,497-99.3% | $11,596-99.6% |